Filed September 30, 2022 (most recent of 3 filings on file)
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,753 | $125,797+43.7% | $170,057+6.3% | $75,177+140.4% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.0%-5.2pp | 67.2%+14.6pp |
| Annual return | 10.19% | 27.20%-17.0pp | 53.42%-43.2pp | 160.75%-150.6pp |
| Employer contribution / active EE | $6,694 | $4,616+45.0% | $6,790-1.4% | $2,671+150.6% |
| Participant deferral / active EE | $7,738 | $6,838+13.2% | $10,411-25.7% | $4,126+87.5% |
| Admin fee / account holder | $10,346 | $8,177+26.5% | $12,826-19.3% | $5,651+83.1% |